Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 5.58%
2 SUPL 4.20%
3 UTRN 4.01%
4 RNLC 3.76%
5 SHRY 3.66%
6 HECO 3.37%
7 SEA 3.12%
8 RISN 2.97%
9 LSAT 2.89%
10 XTN 2.67%
11 TPOR 2.41%
12 UPGD 2.17%
13 RYJ 2.17%
14 FTCS 2.16%
15 PWC 1.66%
16 SPGP 1.65%
17 RGI 1.32%
18 RSPN 1.30%
19 SDVY 1.16%
20 VLLU 1.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.88M (12.33%) -42.62K
Decreased by -0.25%
Dec 31, 24
2 BlackRock Inc 15.49M (11.32%) -1.17M
Decreased by -7.54%
Dec 31, 24
3 State Street Corporation 7.69M (5.62%) -390.18K
Decreased by -5.07%
Mar 31, 24
4 State Street Corp 7.48M (5.46%) 250.88K
Increased by +3.36%
Dec 31, 24
5 Loomis, Sayles & Company LP 5.73M (4.19%) -203.16K
Decreased by -3.54%
Dec 31, 24
6 Arnhold & S. Bleichroeder Advisers, LLC 4.07M (2.97%) 987.23K
Increased by +24.25%
Dec 31, 24
7 Boston Partners Global Investors, Inc 3.80M (2.77%) 869.64K
Increased by +22.90%
Dec 31, 24
8 JPMorgan Chase & Co 3.55M (2.59%) -143.58K
Decreased by -4.04%
Sep 30, 24
9 Geode Capital Management, LLC 3.39M (2.48%) 57.74K
Increased by +1.70%
Dec 31, 24
10 First Trust Advisors L.P. 2.73M (2.00%) 690.54K
Increased by +25.25%
Dec 31, 24
11 Amvescap Plc. 2.46M (1.80%) 235.41K
Increased by +9.56%
Dec 31, 24
12 UBS Asset Mgmt Americas Inc 2.43M (1.77%) 27.96K
Increased by +1.15%
Dec 31, 24
13 Northern Trust Corp 2.29M (1.67%) 376.69K
Increased by +16.46%
Dec 31, 24
14 Bank of America Corp 2.29M (1.67%) -345.17K
Decreased by -15.10%
Dec 31, 24
15 Citadel Advisors Llc 1.90M (1.39%) 1.85M
Increased by +97.51%
Jun 30, 24
16 Marshfield Associates 1.83M (1.34%) 9.59K
Increased by +0.52%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 1.82M (1.33%) -114.68K
Decreased by -6.29%
Dec 31, 24
18 Baird Financial Group, Inc. 1.76M (1.29%) 38.18K
Increased by +2.17%
Dec 31, 24
19 Goldman Sachs Group Inc 1.62M (1.18%) 971.61K
Increased by +60.00%
Dec 31, 23
20 Legal & General Group PLC 1.59M (1.17%) 11.52K
Increased by +0.72%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.41M (3.22%) 20.22K
Increased by +0.46%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 3.88M (2.84%) 28.14K
Increased by +0.72%
Feb 28, 25
3 First Eagle Global A 3.82M (2.79%) 273.48K
Increased by +7.15%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 3.02M (2.21%) 13.09K
Increased by +0.43%
Feb 28, 25
5 JHancock Disciplined Value Mid Cap I 2.20M (1.61%) 0.00
Increased by 0.00%
Jan 31, 25
6 Fidelity 500 Index 1.75M (1.27%) 7.70K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 1.73M (1.26%) -12.79K
Decreased by -0.74%
Feb 28, 25
8 Fidelity® 500 Index 1.72M (1.26%) 10.97K
Increased by +0.64%
Nov 30, 23
9 SPDR® S&P 500 ETF Trust 1.71M (1.25%) -3.70K
Decreased by -0.22%
Apr 30, 24
10 iShares Core S&P 500 ETF 1.64M (1.20%) -83.00
Decreased by -0.01%
Feb 28, 25
11 First Trust Capital Strength ETF 1.53M (1.12%) -1.61K
Decreased by -0.11%
Feb 27, 25
12 ProShares S&P 500 Dividend Aristocrats 1.50M (1.10%) 0.00
Increased by 0.00%
Feb 28, 25
13 Loomis Sayles Growth Y 1.44M (1.05%) -19.75K
Decreased by -1.37%
Jan 31, 25
14 Pacer US Cash Cows 100 ETF 1.27M (0.93%) 2.77K
Increased by +0.22%
Apr 30, 24
15 Invesco S&P 500® Equal Weight ETF 1.27M (0.93%) 1.41K
Increased by +0.11%
Feb 28, 25
16 Vanguard Value Index Inv 1.21M (0.88%) 5.26K
Increased by +0.44%
Feb 28, 25
17 SPDR® S&P Dividend ETF 959.62K (0.70%) -966.00
Decreased by -0.10%
Feb 28, 25
18 Vanguard Mid-Cap Value ETF 941.51K (0.69%) 1.48K
Increased by +0.16%
Feb 28, 25
19 Marshfield Core Value Equity 932.37K (0.68%) 3.75K
Increased by +0.40%
Mar 31, 24
20 Principal Equity Income A 923.44K (0.67%) 0.00
Increased by 0.00%
Feb 28, 25